Experience

Deloitte Consulting

• Senior Consultant

  • Jul 2018 - Present



安永

• Senior Consultant

  • Feb 2015 - Jan 2017

  Project: Big Data Platform Strategy Planning· Play a primary role in researching overseas leading practises.· Participate in over 50 interviews, organise requirements and expectations from governmental organization, shareholders and upstream and downstream firms.· Conduct analysis on environment (including regulations) , competitor, technology, and economic.Project: Insurance Group Strategy Planning and Process Improvement· Conduct analysis on environment and technology… Project: Big Data Platform Strategy Planning· Play a primary role in researching overseas leading practises.· Participate in over 50 interviews, organise requirements and expectations from governmental organization, shareholders and upstream and downstream firms.· Conduct analysis on environment (including regulations) , competitor, technology, and economic.Project: Insurance Group Strategy Planning and Process Improvement· Conduct analysis on environment and technology trend to find current ineffectiveness and deficiencies of sales units.· Analyse customer behaviour and the trend of customer behaviour preference.· Research overseas leading cases with the US team.Project: Research bundle project· Write service line white paper and global outlook.· Prepare training materials in English. Show more Show less



Deloitte China

• Consultant

  • Sep 2012 - Feb 2015

  Project: Marketing Management Advisory· Assess the effectiveness of current marketing activities through performing interviews and reviewing processes. Identify deficiencies of channel management, team management, and CRM system compared with best practice.Project: Business Transformation Advisory· Analyse the external environment, including market, competition and supervision.· Analyse the internal environment by assessing the marketing, investment, risk management, and… Project: Marketing Management Advisory· Assess the effectiveness of current marketing activities through performing interviews and reviewing processes. Identify deficiencies of channel management, team management, and CRM system compared with best practice.Project: Business Transformation Advisory· Analyse the external environment, including market, competition and supervision.· Analyse the internal environment by assessing the marketing, investment, risk management, and customer service capabilities. Identify deficiencies and provide recommendations for improvement.Project: Operational Risk Management Advisory· Design risk and control matrix, RCSA questionnaire, risk assessment map, KRI taxonomy, and LDC templates.· Prepare system requirement report for internal control and operational risk management.Project: Internal Control Advisory· Analyse and identify control issues in the current system, and prepare recommendations forpresentation to senior management.Project: Market Risk Audit· Identify control deficiencies in accordance with regulatory requirements, and providerecommendations for improvement.· Analyse ALM system, and provide suggestions for liquidity risk managing process.· Fulfill market risk management audit matrix, and perform testing. Show more Show less